See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,836 | $127,777+21.2% | $106,548+45.3% | $167,490-7.6% |
| Participation rate | 93.3% | 78.3%+15.1pp | 76.1%+17.2pp | 82.1%+11.2pp |
| Annual return | 10.73% | 33.87%-23.1pp | 26.80%-16.1pp | 478.56%-467.8pp |
| Employer contribution / active EE | $3,059 | $3,427-10.7% | $2,819+8.5% | $4,837-36.8% |
| Participant deferral / active EE | $7,047 | $5,087+38.5% | $4,398+60.2% | $6,341+11.1% |
| Admin fee / account holder | $13 | $11,228-99.9% | $7,407-99.8% | $12,309-99.9% |